Marc grew up in Cincinnati, graduated from Elder High School in 1991, and earned his bachelor’s degree from The Ohio State University in 1996. He began his career in the investment industry in 1997 gaining valuable experience as both a client service representative and advisor for large Wall Street firms in town. He soon realized there was a lack of transparency and independence on Wall Street. He felt the best way to serve clients, was to offer unbiased and holistic advice, and do so as a Fiduciary. He earned his registered investment advisor license and has been working as a registered investment advisor for over 15 years. As part of his ongoing com